SWMG LLC’s Paychex PAYX Stock Holding History

SWMG LLC’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,377	Closed	-$219K	–	122
2026 Q1	$219K	Sell	2,377 -251	-10%	-$24.8K	0.06%	113
2025 Q4	$259K	Sell	2,628 -394	-13%	-$46.1K	0.07%	102
2025 Q3	$377K	Buy	3,022 +790	+35%	+$110K	0.11%	79
2025 Q2	$326K	Buy	+2,232	New	+$336K	0.11%	92

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

SWMG LLC's PAYX Position: Q2 2026 in Review

SWMG LLC sold out of Paychex (PAYX) in Q2 2026, closing a stake of 2,377 shares — an estimated $219K sold.

SWMG LLC first reported a position in PAYX in Q2 2025 and held it in 4 quarters. The position peaked at $377K in Q3 2025. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

SWMG LLC reported no remaining Paychex position as of Q2 2026 after selling out during the quarter.
SWMG LLC sold 2,377 Paychex shares in Q2 2026, an estimated $219K.
SWMG LLC first reported a position in Paychex in Q2 2025 and held it in 4 quarters.
SWMG LLC's Paychex position peaked at $377K in Q3 2025.
1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.